Setting Up Finance

2017-6-71 min to readContributors

In this article

To help you get going quickly, Dynamics 365 for Financials includes standard configurations for most financial processes. If you need to change the configurations to suit your business, go right ahead. For example, from the Home page you can use an assisted setup guide to set up sales tax rate for your location.

However, there are some things you need to set up yourself. For example, if you want to use dimensions as a basis for business intelligence.

The following table describes a sequence of tasks, with links to the topics that describe them.